Upticks: A Financial Planning & Investment Podcast
2025 Tax Brackets, Lending to Loved Ones, Savers and Interest Rates, and Smart Money Moves (Ep. 321)
October 31, 2024
On this episode of Upticks, Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity e
Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for conc
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